Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTCX (BMO TARGET RETIREMENT 2015 FUND CLASS R3) | NA | 0.00% | 1.33% | 4.06% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRTCX (BMO TARGET RETIREMENT 2015 FUND CLASS R3) | 01/02/2014 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.33 | 4.06 | NA | NA | NA | … | … | 0.00 | 8.63 | -4.74 | 11.36 | 6.20 | -2.53 | 7.25 |
| Sharpe Ratio | NA | 0.00 | 0.09 | 0.71 | NA | NA | NA | … | … | 0.00 | 2.42 | -1.01 | 3.35 | 0.86 | -0.33 | 1.26 |
| Standard Deviation(%) | NA | 0.09 | 3.88 | 4.65 | NA | NA | NA | … | … | NA | 2.99 | 5.99 | 3.21 | 6.95 | 7.68 | 5.76 |
| Draw Down(%) | NA | 0.00 | 9.20 | 9.20 | NA | NA | NA | … | … | 0.00 | 1.77 | 9.20 | 1.07 | 5.96 | 8.09 | 4.38 |
| Yield(%) | 0.00 | 0.00 | 3.36 | 3.24 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 0.00 | 8.20 | 2.20 | 1.94 | 3.03 | 0.43 |
Data as of 12/10/2020, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTCX (BMO TARGET RETIREMENT 2015 FUND CLASS R3) |
1.36%
Nov 2017 – Nov 2020 |
3.02%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTCX (BMO TARGET RETIREMENT 2015 FUND CLASS R3) |
6.98%
Feb 2016 – Feb 2019 |
4.67%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart